UK Residential Mortgage Application
Standard document pack for UK residential mortgages, remortgages, and buy-to-let underwriting.
Checklist Items (7)
Standard document slots included when you send this request to a client.
Proof of Identity (Passport or UK Driving Licence)
Valid, in-date photo ID for all applicants.
Proof of Address (Utility or Council Tax Bill)
Dated within the last 3 months from a recognised utility supplier or local council.
Last 3 Months Consecutive Payslips
Showing national insurance number, gross salary, and net pay deductions.
Latest P60 End of Year Certificate
Year-end earnings verification from your employer.
Last 3 to 6 Months Personal Bank Statements
Full statements for main bank accounts showing salary credits and regular commitments.
HMRC SA302 / Tax Calculations & Tax Year Overviews
Latest 2 years documentation for self-employed applicants and company directors.
Proof of Deposit & Source of Funds
Savings statement or signed Gifted Deposit Declaration with donor bank evidence.
Why use DocTick for this checklist?
Files stream directly from the client's phone or browser into your organized Google Drive folder.
Clients open a 1-click magic link. No passwords to remember, no accounts to create, no apps to install.
Automated reminder emails follow up before your due date so you never have to chase clients manually.